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How Do I Share a Client Balance?

Objective 

  • Share balance to client with a link to pay
  • Share balance through an external email

Environment:

  • Clio Manage

Additional Information:

  • N/a

Procedure 

  1. Navigate to Billling
  2. Find an unpaid bill (make sure it is approved)
  3. Click the dropdown menu next to the Send button under the Actions column
  4. Click on Copy link to pay client balance
  5. Paste that link in an email or other messaging system 

 

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